Knoxy for your role · Sales leaders
Your field team's chief of staff
For sales leaders, Knoxy is an AI Chief of Staff that watches field performance in Sales Track, alerts you and your managers to gaps, schedules the follow-up and answers questions about your territories — so you spend your time on decisions, not on finding problems.
- Alerts on field performance gaps
- Tasks and reminders scheduled
- Copilot, analytics and insights
The job
What a chief of staff does for a sales leader
A sales leader with large field teams has more data than time. Every day brings check-ins, visits and orders from hundreds of reps, and the problems that matter are buried in it.
Knoxy takes on the work a chief of staff would: watching performance across teams, deciding what deserves your attention, preparing the follow-up and making sure it happens.
It does this on Sales Track data you already capture — coverage, visits, orders and targets — and works across the rest of IMAST 360 when a field issue connects to stock, schemes or partners.
What Knoxy does for you
Four ways Knoxy helps sales leaders
All built on the confirmed Knoxy capabilities.
Performance-gap alerts
Gaps in coverage, visits, orders and targets reach the right manager.
Tasks and reminders
Follow-up visits and tasks scheduled; reminders sent.
Copilot
Ask for a summary, the next best action or a territory view.
Analytics and insights
Reports and insights from field and order data.
A week with Knoxy
What changes in a sales leader's week
Illustrative examples.
| Before | With Knoxy |
|---|---|
| Find problems in month-end reports | Alerts on gaps during the week |
| Chase managers for follow-up | Tasks scheduled and reminders sent |
| Ask analysts for a territory view | Ask the copilot |
| Stock issues surface in complaints | Forecasts and suggested orders flag them early |
Getting started
How sales leaders get the most from Knoxy
Start with clear targets for coverage, visits and orders. Alerts are only as useful as the targets they compare against.
Decide who gets which alerts. Rep-level gaps belong with area managers; territory and team trends belong with zonal managers and you.
Use the copilot for the questions you would otherwise send to an analyst, and keep dashboards for the monthly review.
- Set realistic targets per rep and territory
- Route alerts to the right level
- Follow through with scheduled tasks
- Review trends monthly with insights
A week with Knoxy
What changes in a sales leader's week
Monday starts with a briefing instead of a report pack: the territories and reps that need attention, the distributors at risk of stock-outs, and the schemes that are underperforming. Each item comes with the context and a suggested next step.
During the week, alerts on field performance gaps reach the right manager as they appear, rather than at month-end when it is too late to recover. Visits and follow-up tasks are scheduled, and reminders go to reps and managers so nothing slips.
When a question comes up — which outlets haven't ordered this month, how a territory is tracking against target — the copilot answers it in the flow of work instead of a request to the analytics team.
Planning conversations change too. With order forecasts and suggested orders in hand, sales and supply teams can agree on stock before the rush rather than after it.
- Briefings instead of report packs
- Gap alerts while there is still time to act
- Tasks and reminders scheduled automatically
- Answers from the copilot on demand
FAQs
Knoxy for sales leaders: FAQs
What does Knoxy do for a sales leader?
It monitors field performance, alerts managers to gaps, schedules tasks and reminders, and answers questions through a copilot with analytics and insights.
Which data does Knoxy use for field sales?
Coverage, visits, orders and targets from Sales Track, plus related data from across IMAST 360.
Will my managers get alerts too?
Yes. Alerts go to the manager responsible for the rep, territory or team.
Can Knoxy help with stock issues in the field?
Yes. Knoxy forecasts orders and inventory and suggests orders, which helps reps avoid visiting outlets that can't be supplied.
What is the copilot?
Knoxy's copilot answers questions and suggests the next best action in the flow of work.
Does Knoxy replace Sales Track?
No. Sales Track is the field sales platform; Knoxy works on its data and across IMAST 360.
Can Knoxy set up territories?
Yes. Platform configuration, including territories, is one of Knoxy's capabilities.
Does Knoxy replace our sales reports?
Reports still have their place. Knoxy adds proactive alerts, suggestions and a copilot so leaders don't have to search reports to find what needs attention.